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Securities Operations Associate II

Securities Operations Associate II

CompanyFidelity National Information Services
LocationJacksonville, FL, USA, Atlanta, GA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelJunior, Mid Level

Requirements

  • 2-3 years of experience in securities operations.
  • Excellent customer service skills.
  • Banking or financial industry experience.
  • Strong verbal and written communication skills.
  • Proficiency in Microsoft Excel.
  • Experience in a fast-paced, multi-tasking environment.
  • Detail-oriented and focused on quality.
  • Ability to work both independently and in a team environment.

Responsibilities

  • Processing incoming asset transfer requests, including DTC, DWAC, DRS, and Mutual Funds.
  • Proactively calling contra-firms or mutual fund companies to complete requests.
  • Following up on open transfers and providing updates to clients.
  • Communicating professionally with clients and third parties through multiple channels.
  • Researching and resolving account questions and problems.
  • Handling high-risk tasks with regulatory or monetary implications.

Preferred Qualifications

  • Experience with ACATS, SungardGlobalPlus, AddVantage, Trustdesk, or DTCC platform.